Preliminary review

See your first month of Waypoint. Free.

Connect QuickBooks Online and we will email your preliminary worksheet as soon as it is ready. Three months free. No card.

1Your QuickBooks login happens with Intuit. Waypoint never sees your password, and never gets write access to your books.
2The review reads only the bookkeeping data needed to prepare your reports — nothing else.
3Your reports come to your inbox. Your accountant gets their own checklist by email so they have the chance to clean up anything that needs cleaning up before you see your numbers.

Start your review

Tell us where to send the review path. You will continue to Intuit for the read-only QuickBooks connection.

Where your reports go
Who keeps your books
You will be redirected to Intuit for read access. Waypoint never sees your QuickBooks password.

How it works

1

Connect

Approve the QuickBooks Online connection through Intuit. About a minute.

2

Read

Waypoint pulls your review packet and runs the first pass. Nothing for you to watch.

3

Review

Your worksheet is held for a 30-minute review, then emailed to the owner inbox. Baseline is the separate monthly accountant report.

Three months free. No card. Cancel by the 20th of any month after the trial.